| # | Requirement | Owner | Status |
|---|---|---|---|
| M1 | Executive Summary — ability & desire; authorized signature; SoS; notification. **Letter form; standalone file** | D+EA | review |
| M2 | Attachment C — Indiana Economic Impact Form (submit filled-in). **Line 16 = Att D D27 = $607,500** | EA | not started |
| M3 | Attachment D — Cost Proposal (submit unaltered + filled-in) | D | review |
| M3a | **Cost Proposal Narrative** (separate PDF, ≤2 pp, labeled exactly) | D | review |
| M3b | **Cost Assumptions, Conditions and Constraints** (separate PDF, labeled exactly) | D | review |
| M4 | Attachment E — Business Proposal (submit unaltered + filled-in, w/ supporting docs) | EA | not started |
| M5 | Attachment F — Technical Proposal (respondent-produced doc: Question # / SOW Section / Response Area + narrative, per Att F instructions) | D | review |
| M6 | Attachment J — Attestation Form (submit filled-in + supporting docs) | EA | not started |
| M7 | Infrastructure Overview (submit filled-in) | D | review |
| M8 | AI Technical Proposal Questions (submit filled-in) | D | complete |
| M9 | Reference Check Forms (3) emailed by clients directly to State | EA | not started |
| M10 | No State contract terminated/cancelled in last 2 yrs (IC 5-22-16-1) | EA | not started |
| # | Requirement | Owner | Status |
|---|---|---|---|
| B1 | Company structure + org chart + state of formation (certificate of authority) | EA | not started |
| B2 | Company financial information (D&B or 2 yrs audited financials) | EA | not started |
| B3 | Integrity of company structure & financial reporting (CEO/CFO statement) | EA | not started |
| B4 | Contract terms/clauses — redlines to Att B sample contract (Track Changes + rationale) | D+EA | not started |
| B5 | References — customer info for 3 similar clients | EA | not started |
| B6 | Registration to do business (Secretary of State) status | EA | not started |
| B7 | Authorizing document (bylaws / board resolution) | EA | not started |
| B8 | Certified subcontractor (IVOSB) engagement narrative + list invited | EA | not started |
| B9 | Business continuity / disaster recovery plan (Y/N + attach) | EA | not started |
| B10 | Security of State information — technology & process | D+EA | not started |
| B11 | Experience serving state governments | D | not started |
| B12 | Experience serving similar clients (specific + detailed) | D | not started |
| B13 | Extend pricing to other governmental bodies (willingness) | EA | not started |
| B14 | Cloud Terms — indicate IaaS/PaaS/SaaS applicability + accept/redline (Att B1/B2/B3) | D+EA | not started |
| # | Requirement | Owner | Status |
|---|---|---|---|
| T1.1 | Objectives: technical approach for growth measures, models, decision rules, validation; SGP per Betebenner-2009 standard; align 511 IAC 6.2-12 & Indiana ESEA plan | D | complete |
| T1.2 | AI use to develop/revise deliverables: tools, usage, QC | D | complete |
| T1.3 | Compliance Requirements (SOW VI) | D | complete |
| T1.4 | Project Management (SOW IV) + ongoing analytic consultation | D | complete |
| T1.5 | Deliverables & deadlines / timeline (+ any proposed adjustments) | D | complete |
| T1.6 | Key persons & staff: named SME + PM, CVs, 7–10 yrs, advanced degrees | D | complete |
| T-TOC | Table of Contents with page numbers per question (Att F §2) | D | complete |
| # | Requirement | Owner | Status |
|---|---|---|---|
| AI1 | Solution AI use (IC 4-13.1-5-1): how used, disable-ability, control, limits, 4-yr plan | D | complete |
| AI2 | Developer AI use to augment work: degree, extent, disable impact, 4-yr plan | D | complete |
| # | Requirement | Owner | Status |
|---|---|---|---|
| P1 | Buy Indiana / Indiana Company — 5 pts. **NOT CLAIMED — the Center qualifies under none of the five §2.6.2 prongs (NH principal place of business).** Answer **No** on Att J; 5 pts forgone | EA | complete |
| P2 | IVOSB **subcontractor** commitment (the Center is the prime and is not itself an IVOSB) — 3% goal, 5 pts (+1 bonus); **0% = -1 pt**. Target **$18,225** (3.0% of $607,500) | EA | not started |
| P3 | IVOSB Participation Plan Form + signed subcontractor letter on letterhead | EA | not started |
| P4 | Cost Proposal firm 180 days; do not alter format | EA | in progress |
| P5 | Confidentiality claims cited per statute (not whole sections) | D+EA | not started |
| # | Requirement | Owner | Status |
|---|---|---|---|
| SOW-D1 | ILEARN + WIDA ACCESS growth analysis: SGP+target (cohort & baseline), 20-day CSV export + data dictionary via GoAnywhere MFT, technical report + documentation/source code | D | in progress |
| SOW-D2 | Growth documentation & communication resources (accessible/WCAG, stakeholder-tailored) | D | in progress |
| SOW-D3 | General consulting — biweekly, up to **144 hrs/yr fixed fee** (pricing must reflect this) | D | review |
| SOW-PM | Kickoff + biweekly status meetings (agenda/minutes SLAs); PM Plan within 15 business days | D | in progress |
| SOW-KP | Named SME + PM meeting all listed qualifications; resumes | D | in progress |
| SOW-CMP | Compliance: IT std + NDA, MFT/MuleSoft, WCAG 2.1 AA/508, AI Readiness, incident response, BC/DR | D+EA | in progress |
| SOW-IVV | Cooperate with State IV&V / verification | D | review |
| SOW-KPI | KPIs: on-time, quality, budget; modified Net Promoter Score | D | review |
| SOW-XTN | End-of-contract transition/turnover; secure deletion of IDOE data + confirmation | D | review |